Making Tax Digital for Income Tax
Making Tax Digital for Income Tax changes how many sole traders and landlords report to HMRC. Instead of one return a year, you keep digital records, send quarterly updates through compatible software and then submit a final declaration. We work out whether and when it applies to you, set up the software and handle the submissions.
Ask about making tax digitalWhat’s included
- Checking whether and when it applies to you
- Choosing and setting up compatible software
- Moving from spreadsheets or paper records
- Quarterly updates to HMRC
- The final declaration after the tax year
- Training so you are comfortable keeping digital records
Who it suits
Sole traders and landlords with qualifying income near or above the thresholds, and anyone who wants to be ready before their start date.
What we’ll ask you for
- Your most recent Self Assessment tax return
- Details of your self-employment and property income
- Access to any bookkeeping software you already use
Common questions
General guidance only. We’ll confirm what applies once we understand your circumstances.
Who has to use Making Tax Digital for Income Tax?
It is being phased in by income. It applies from 6 April 2026 to sole traders and landlords with qualifying income over £50,000, from April 2027 for those over £30,000, and from April 2028 for those over £20,000. Qualifying income is your combined gross self-employment and property income.
When are the quarterly updates due?
Updates are due on 7 August, 7 November, 7 February and 7 May. The final declaration is due by 31 January after the tax year ends.
Can I keep using spreadsheets?
Spreadsheets can work alongside bridging software that sends the updates to HMRC, but many people find dedicated software simpler. We will recommend what suits the way you work.
Have a question about this?
Answer five quick questions and a qualified accountant will reply.
